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Reporting and analytics products for Dynamics 365

Discover apps, connectors and solutions for the way you work.

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Native Business Central extension that lets finance teams attach multiple Bill-To addresses to a single customer card—routing invoices correctly without duplicate customers while keeping a unified AR balance.

Business Central

Microsoft-certified add-on for Dynamics 365 Business Central providing standard functionality for VAT handling, Intrastat reporting, pricing, dimensions, and job queue management without custom code.

Business Central

Microsoft-certified add-on for Dynamics 365 Business Central automating intercompany transactions including order creation, synchronization, matching, and reconciliation across multiple entities.

Business Central

Native Dynamics 365 Business Central subscription management extension for recurring billing businesses. Manages subscription cards and lines, automates sales invoice generation from subscriptions, calculates deferred revenue for prepaid plans, and keeps full activity logging with links into customer ledger entries.

Business Central
CalTrade logo
Industry solution

CalTrade

Calsoft Systems

Purpose-built Dynamics 365 Business Central industry solution for global commodity trading firms. Manages trade contracts with real-time P&L (estimate/actual/variance), links sales and purchase orders to contracts, tracks Incoterms/BOL/ship-to documents, freight expense by Incoterm, forward exchange contracts, and import/export document generation inside Business Central.

Business Central

A cloud-based member management system for associations, professional organizations, and NGOs, built on Microsoft Dynamics 365 Business Central with integrated administrative, financial, and communication capabilities.

Business Central

Mobile-first field sales CRM purpose-built on Dynamics 365 Sales for food & beverage, FMCG and CPG teams—offline retail execution, AI-assisted multi-day route planning, in-store checks, assortment/promotion management and performance KPIs with Dynamics 365 as the system of record.

Dynamics 365 Sales

Business intelligence and analytics platform for Microsoft Business Central that consolidates financial data across multiple companies, currencies, and dimensions with native dashboards, real-time insights, and AI-powered natural language queries.

Business Central

Dynamics 365 Business Central extension that archives historical change-log entries to Azure Blob Storage in structured batches so the BC database stays lean while audit trails remain immutable, searchable and compliance-ready — purpose-built BC governance IP rather than a generic log shipping tool.

Business Central

Modular regulatory and professional licensing platform built on Microsoft Dynamics 365, supporting application management, complaint tracking, compliance oversight, and self-serve portals for regulators and compliance bodies.

Power Platform and DataverseProject Operations+1

Dynamics 365 CRM productivity app that exports Dynamics 365 reports to PDF, Excel, Word, CSV or TIFF with a single click and attaches the file to an email or note in CRM.

Customer ServicePower Platform and Dataverse+1

Association and certification management system built on Microsoft Dynamics 365 (formerly Cobalt Engagement Dynamics). Adds membership, dues, events, education, certification and CE-credit tracking on top of Dynamics 365 CRM, with Power BI reporting and Power Platform extensibility; required Dynamics 365 licensing is included.

Customer ServicePower Platform and Dataverse+1

Business Central commission engine that automates calculation, tracking and settlement of complex commission models (tiered, split, margin-based, team, overlays, advances and clawbacks) directly inside Dynamics 365 Business Central.

Business Central

Extends Business Central by adding supplementary fields to standard tables and creating dynamic, personalized rolecenters. Enables custom dashboards and work environments tailored to user roles without requiring custom development.

Business Central

Pre-built reporting solution with data models and plumbing for Dynamics 365 Finance and Operations, designed to accelerate implementation timelines.

Dynamics 365 FinanceSupply Chain Management

Business Central security extension that restricts confidential table and G/L-account data beyond standard permission sets: designate SUPER administrators, mark confidential tables/accounts, generate restricted permission sets, and resolve confidentiality-violating assignments — purpose-built BC compliance IP.

Business Central

Construction project cost accounting module purpose-built to work within Dynamics 365 Finance—budgets, EAC/CTC forecasting, change orders, Schedule of Values billing, subcontracts and WIP reporting for commercial contractors and project-based firms.

Field ServiceDynamics 365 Finance+2

An add-on module for Microsoft Dynamics 365 Business Central that provides flexible cost accounting and controlling capabilities, including full-cost and contribution margin accounting, overhead allocation, and multi-dimensional cost analysis.

Business Central

Lessor-focused lease management, accounting and financial reporting solution built on Dynamics 365 Finance—centralized lease portfolios, schedule calculation, ASC 842/IFRS 16 disclosures, multicompany/multicurrency, invoicing/payments and workflow for telecom, fleet and freight lessors.

Dynamics 365 Finance
DATABASICS logo
Integrated product

DATABASICS

DATABASICS

Cloud-based time tracking and expense reporting platform that integrates with Microsoft Dynamics NAV, supporting multi-company management, project tracking, leave management, federal compliance (DCAA), and mobile access.

Business CentralDynamics 365 Finance+2

AI-powered finance cockpit for Business Central that answers plain-English financial questions using Azure OpenAI, surfaces proactive insights, and drafts follow-up actions for review. Includes Financial Controller Workspace, AI alerts, cash-flow forecasts, and optional Power BI reports.

Business Central

Native Dynamics 365 Finance & Supply Chain Management module that automates annual customer/vendor debt reconciliation — generating and emailing reconciliation acts at scale inside F&SCM so finance teams avoid days of manual spreadsheet work.

Dynamics 365 Finance

Reporting and analytics for Dynamics 365

Reporting and analytics products turn Microsoft Dynamics 365 data into financial statements, operational reports and dashboards. They range from Excel-based financial reporting and pre-built Power BI models to embedded analytics with drill-down to transactions. Finance and operations teams use them to stop rebuilding the same reports after every upgrade.

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